-5.3%
PATH vs XPO
+38.8%
-44.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.6% | +4.5% | +3.1% |
| 7D | -4.8% | +3.5% | -8.3% | -5.2% |
| 30D | +2.7% | +2.8% | -0.2% | +2.3% |
| 3M | -4.2% | -7.5% | +3.3% | -3.1% |
| 6M | +24.7% | -5.9% | +30.7% | +25.5% |
| YTD | -17.6% | +38.4% | -55.9% | -26.5% |
| 1Y | -5.3% | +33.7% | -39.0% | -14.2% |
| All | -5.3% | +38.8% | -44.1% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XPO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling